RWM
Ruedi Wealth Management Portfolio holdings
AUM
$357M
1-Year Est. Return
9.19%
1 Year Est. Return
+9.19%
AUM
$357M
AUM Growth
+$20.1M
(+6%)
Holding
55
Top Buys
| 1 | +$2M | |
| 2 | +$1.31M | |
| 3 | +$930K | |
| 4 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$891K |
| 5 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$414K |
Top Sells
| 1 | +$1.76M | |
| 2 | +$1.33M | |
| 3 | +$596K | |
| 4 |
Dimensional US Equity ETF
DFUS
|
+$342K |
| 5 |
Ericsson
ERIC
|
+$162K |
Sector Composition
| 1 | Technology | 1.6% |
| 2 | Communication Services | 0.33% |
| 3 | Consumer Discretionary | 0.27% |
| 4 | Energy | 0.19% |
| 5 | Financials | 0.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard FTSE Emerging Markets ETF
VWO
$104B
| $323K | 0.09% |
5,967
+32
|
|
||
52
Dimensional International Sustainability Core 1 ETF
DFSI
$896M
| $302K | 0.08% |
7,367
+26
|
|
||
53
Sprott Physical Gold and Silver Trust
CEF
$8.06B
| $257K | 0.07% |
7,009
|
|
||
|
54
Ericsson
ERIC
$31.7B
| – | – |
-19,157
|
|
||
55
Vanguard S&P 500 ETF
VOO
$803B
| – | – |
-3,101
|
|